As we watch the market go up and down and then up again, we rarely think about the taxes we might pay with the rise of our portfolio or home value.
Your Tax-Preparation Checklist
As the new year begins, it’s time to think about taxes. The IRS typically opens the individual tax filing season in mid-to-late January each year, and
How To Maximize Your Charitable Giving
Many charitable organizations rely heavily on generous donations from their supporters to keep their doors open and continue carrying out their
What Changes Are in Store for Your Income Taxes?
You might have heard the news: Congress finally reached an agreement, and our income tax system will be changing in some fairly significant ways. But
5 Ways Retirees Could Jeopardize Their Tax Refunds
Each spring, millions of us look forward to our tax refunds. You might have big plans to spend that money on a vacation, or new furniture, or a down
How to Minimize Your Tax Liability During Retirement
Retirement planning involves more than just income planning. You will also set a budget for yourself, prepare for unexpected surprises in the future,
The IRS Can Seize Your Tax Refund If…
Like millions of Americans, you might anxiously await your tax refund each spring. Perhaps you're saving for a major purchase, or you're going to be
A Quick Guide to the Charitable Contribution Deduction
It's that time of year again! Many of you are going shopping, decorating your homes, or preparing for holiday festivities. But don't forget that
4 Ways to Prevent Excessive Taxation
Everyone wants to be the guy who earns a sizeable income… until the tax bill arrives! Where taxes are concerned, those in the top income brackets